Task Mastery & Potential

What type of tasks do you handle most often?

Routine and repetitive tasks - These tasks are perfect for automation because they require little variation.

Creative and varied tasks - These tasks require more creativity but can benefit from partial automation.

Analytical and data-driven tasks - Data-heavy tasks that could benefit from streamlining and automation.

Customer-focused and dynamic tasks - These involve real-time interaction but might use automation in specific parts.

How comfortable are you with trying out new automation tools or technologies?

Excited and eager - You love trying out new tools and are quick to adopt the latest tech.

Neutral - You’re open to new tools, but you won’t rush into anything unless you see value.

Interested but cautious - You’re intrigued by automation, but need more assurance before diving in.

Hesitant or unsure - You’re skeptical about automation and want more clarity on its benefits.

How much time can you dedicate to learning new tools and automation techniques each week?

Less than 1 hour - Barely any time, but small wins can still happen in short bursts.

1-3 hours - Enough time to explore a couple of new tools and test them out.

3-5 hours - A solid amount of time to invest in learning and applying automation.

More than 5 hours - Ready to dive deep into automation with focused effort.

What’s stopping you from automating more parts of your business?

I don’t have enough time - There’s just too much on your plate to think about automation.

I don’t know where to start - You want to automate but need a clear roadmap or strategy.

Automation seems too expensive - You’re worried about the cost of implementing automation.

I’ve tried before, but it was too complicated - Past experiences have made you wary of automation.

I have the right tools, just haven’t implemented them - You’ve got tools but haven’t put them to use.

How frequently are you using AI tools (e.g., ChatGPT, Jasper, etc.) in your business processes?

Never - I haven't started using AI in my business yet.

Rarely - I’ve experimented with AI, but it’s not a regular part of my workflow.

Occasionally - I use AI from time to time, but it’s not fully integrated into my processes.

Frequently - AI is a regular tool in my business, helping with daily tasks.

Daily - I rely on AI every day to help me run my business.

Current Automation Setup

How integrated are automation tools (like Zapier, IFTTT, etc.) in your business?

Not using any yet - You haven’t started automating processes yet.

Dabbling a bit here and there - You’ve begun automation but haven’t fully committed.

Integrated in some areas of the business - Automation is being used in parts of the business.

Integrated in most areas - Most of the business benefits from automation.

Fully leveraged across our operations - Automation is a core component across the entire business.

How confident are you with the automation tools you currently use?

Not confident at all - Automation feels overwhelming, and you’re unsure of the tools.

Somewhat confident - You’ve used some tools, but there’s room for improvement.

Very confident - You’re comfortable with automation and confident in your setup.

What percentage of your business operations are currently automated?

0% automated - No processes are automated yet.

25% automated - Some simple processes are automated, but most are still manual.

50% automated - Half of your business processes are automated.

75% automated - The majority of your processes run on automation.

100% automated - Your business is fully automated with little to no manual intervention.

How do you currently measure the success of your automations?

No measurement in place - You haven’t tracked the impact of automation yet.

Rough estimates - You’ve noticed some improvements, but no formal metrics.

Some key metrics - You track basic performance indicators to gauge automation success.

Clear and tracked metrics - You have defined metrics to measure and improve automation.

Automation Roadblocks & Goals

What’s a frustrating manual task that consumes much of your time?

If you could automate one part of your business tomorrow, what would it be?

What’s your biggest frustration with your current workflows?

What would change for you if you could automate more of your business?

Where do you need the most help with automation right now?

What do you feel is holding you back from automating your business?

What would make you feel more confident about automating your processes?

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